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Inviting and Managing Team Members

With CoSchedule, we make team workflows simple and fast. Using tasks and comments, you can manage your entire marketing process. Take advantage of our comments and notes to communicate with your team with the ability to attach photos and documents. You will be able to work smarter, faster, and more efficiently than you ever thought possible! 


Inviting Team Members

To begin, go to your calendar's Settings > Team tab. Click on the Invite a Team Member. To learn more about user roles you can go here.

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Insert the team member's email and choose their role. As soon as you're finished click Invite.

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 Until this invite is accepted, they will appear on Team page as Pending.

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Managing Team Members

To manage your team members, go to the Settings > Team page. To Edit their team role or delete the user, click the Pencil icon. 

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Note: Deleting a user will remove all comments made by the user inside of content. Any tasks assigned to the deleted user will become unassigned.

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